Achieving excellence with a centralized tax workflow

The case study highlights how Clark Schaefer Hackett, a leading CPA firm, achieved operational excellence by centralizing its tax workflow with CCH Axcess™ Tax. Previously challenged by disconnected systems and inefficiencies, the firm transformed its operations by adopting a cloud-based, integrated tax platform. This transition streamlined tax processes, optimized staff performance, and enhanced client service quality through automation and improved data handling.

• Centralized Tax Workflow: By making CCH Axcess Tax the core of their operations, the firm unified processes, reduced redundancy, and ensured consistency across all locations.
• Cloud-Based Efficiency: Moving from CCH® ProSystem fx® to the cloud-based version enabled flexibility, real-time collaboration, and faster access to critical data.
• Enhanced Automation: Advanced features like the K-1 import significantly cut down manual data entry, improving accuracy and saving substantial preparation time.

Overall, CCH Axcess Tax empowered Clark Schaefer Hackett to modernize its tax operations, achieve higher efficiency, and focus more on strategic advisory and client relationships rather than administrative tasks.